Monarch Partners Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100,998
| Closed | -$7.49M | – | 175 |
|
|
2016
Q4 | $7.49M | Sell |
100,998
-89,251
| -47% | -$6.62M | 0.64% | 64 |
|
|
2016
Q3 | $14.2M | Buy |
190,249
+24,741
| +15% | +$1.84M | 1.33% | 26 |
|
|
2016
Q2 | $13.5M | Buy |
165,508
+79,350
| +92% | +$6.45M | 1.35% | 24 |
|
|
2016
Q1 | $6.4M | Sell |
86,158
-96,670
| -53% | -$7.18M | 0.66% | 67 |
|
|
2015
Q4 | $11.5M | Buy |
182,828
+1,228
| +0.7% | +$77.4K | 1.2% | 23 |
|
|
2015
Q3 | $10.6M | Buy |
+181,600
| New | +$10.6M | 1.29% | 20 |
|